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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFGM
401
Marshall Financial Group (Maryland)
Maryland
$1.69M +$114K +4,512 +7%
LDFR
402
Lehman & Derafelo Financial Resources
Pennsylvania
$1.67M – – –
FHA
403
Flagship Harbor Advisors
Massachusetts
$1.67M +$1.14M +45,255 +218%
PWA
404
Physician Wealth Advisors
Utah
$1.66M +$522K +20,685 +45%
LNC
405
Lincoln National Corp
Pennsylvania
$1.66M +$314K +12,423 +23%
BCMO
406
Buckingham Capital Management (Ohio)
Ohio
$1.66M -$150K -5,937 -8%
Fidelity Investments
407
Fidelity Investments
Massachusetts
$1.66M +$279K +11,055 +20%
KM
408
Kalos Management
Georgia
$1.65M -$26.1K -1,032 -2%
MIAN
409
Mariner Independent Advisor Network
Kansas
$1.65M +$55.5K +2,199 +3%
FIA
410
Foundations Investment Advisors
Arizona
$1.64M -$4.01K -159 -0.2%
APW
411
Austin Private Wealth
Texas
$1.63M +$1.64M +64,782 New
WF
412
Welch & Forbes
Massachusetts
$1.62M +$653K +25,860 +67%
SHA
413
Seneca House Advisors
Virginia
$1.6M -$151K -5,997 -9%
NFG
414
Next Financial Group
Texas
$1.59M +$156K +6,177 +11%
TC
415
TAP Consulting
Missouri
$1.59M -$24.4K -966 -2%
LCM
416
Liberty Capital Management
Michigan
$1.58M – – –
CCM
417
Ciovacco Capital Management
Georgia
$1.58M +$1.58M +62,547 New
SW
418
SVB Wealth
Massachusetts
$1.57M +$201K +7,950 +15%
NGA
419
Naples Global Advisors
Florida
$1.53M -$29.9K -1,185 -2%
MSAM
420
Moloney Securities Asset Management
Missouri
$1.5M +$1.5M +59,412 New
JFGIW
421
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.49M -$13.6K -540 -0.9%
FWI
422
Facet Wealth Inc
Maryland
$1.49M -$248K -9,831 -14%
SFG
423
Sage Financial Group
Pennsylvania
$1.49M -$4.32K -171 -0.3%
SB
424
Strategic Blueprint
Georgia
$1.46M +$554K +21,948 +61%
LCM
425
Leisure Capital Management
California
$1.44M -$23.3K -924 -2%